Client Financial Analyst

The Client Financial Analyst position provides support for the three professionals of the Family Office (the "Office"). This position reports to the Certified Financial Planner with a dotted line to the Executive Director of the Office.

At Sargento, you work for a company you believe in, with a family of people who believe in you. Our culture stems from a simple premise: Hire good people and treat them like family. You will be encouraged to make a meaningful difference in the community, in the company and in your career. With diverse experiences and tools to learn and develop, you can transform your aspirations into reality.

Benefits that set us apart:

• Comprehensive medical including Fertility, Adoption benefits, Dental, and Vision Insurance
• Flexible Work Week
• Option to work remotely on Fridays
• Employer 401K contribution in the top 1% of the nation
• Relocation Assistance
• Tuition Assistance
• Access to Employee Store

What You Do:

• Lead projects from definition to implementation while coordinating internal and external resources.
• Respond to routine and ad hoc requests for both reports and spreadsheets.
• Create financial reports and projections utilizing complex data filters.
• Verify financial data for accuracy among multiple systems on an ongoing basis; review and resolve exceptions to maintain and improve data integrity.
• Prepare client balance sheets quarterly. Update debt schedules and tie out to aggregate.
• Conduct research related to wealth solutions and strategies. Use critical thinking to interpret and synthesize information from multiple sources. Communicate findings to team members with a recommended course of action.
• Prepare materials for meetings to include creating spreadsheets, financial reports, and PowerPoint presentations. Record notes, prepare summaries and manage post-meeting action items including inquiry resolution.
• Deliver superior client service and support to high-net-worth individuals and families. Interact directly with clients and act as a liaison to answer questions.
• Gather, organize and maintain digital files, records and data on multiple software systems. Populate communication portal and shared drive for document management and client notification.
• Communicate information to external professionals (i.e. attorneys, accountants, investment advisors, consultants).
• Perform administrative duties that support the Family Office professionals in daily business practices including, but not limited to coordination of meetings, file, and calendar maintenance.

An ideal candidate will:

• Be self-motivated and work independently with limited supervision.
• Exhibit excellent writing and listening skills.
• Demonstrate strong problem-solving abilities.
• Show strong attention to detail and accuracy.
• Possess effective prioritizing skills and a high level of organization.
• Display the ability to follow directions and complete assigned tasks.

Your Education and Experience:

• A Bachelor of Science degree in Finance or Accounting.
• 1-2 years of wealth management or personal finance experience required.
• 2+ years of experience in an investment brokerage or financial setting preferred.
• Experience with high-income/net worth individuals and families preferred.
• MoneyGuide Pro and Addepar experience is a plus, but not required.

With over 2,400+ employees and net sales of $1.8 billion, Sargento Foods is a family-owned company that has been a leader in cheese for more than 70 years. Sargento is based in Plymouth, Wisconsin, where we manufacture and market shredded, sliced and snack natural cheese products, as well as ingredients and sauces.